Workflow Automation Use Cases

Claims Reimbursement

Challenge

Automate employee insurance reimbursement claims forms and processes.

Solution

• Self-service forms for various claims, such as medical expenses, can be easily designed using the TAP UI for use by employees or HR staff.
• Forms contain embedded business logic and standardize claims process so initial information capture is complete and error-free.
• Workflows can route claims to proper internal stakeholders for review, as well as integrating with third-party coverage providers.
• Workflow are customizable to exact enterprise needs, no matter how complex or simple.
• Claims notifications and approvals can be automatically sent to employees.
• All workflow records, assets and documents are centrally stored in a secure Cloud repository.

Benefits

• Automation of labor-intensive processes delivers huge efficiencies and savings for the organization.
• Accurate claims processing reduces risks and costs, while adding audit protection as TAP automatically archives all workflows, documents and records in secure Cloud-based storage.
• Centralized, easy-to-read dashboards identify inefficiencies.
• Automatic notifications and alerts keep processes moving forward, and allow at-a-glance governance.
• Accelerated and error-free processes drive improved employee morale.
• E-signature integration standardizes secure approvals.